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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

213 hedge funds and large institutions have $1.52B invested in Schwab US Large-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 107 increasing their positions, 58 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
5.32%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
16
Increased
107
Reduced
58
Closed
10
Calls
$943K
Puts
–
Net Calls
+$943K
Net Calls Change
+$649K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$616M
2
Bank of America
2
Bank of America
North Carolina
$54.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$108M
4
I
4
INVST
Indiana
$10.9M
5
MA
5
MUFG Americas
New York
$10.5M

Top Sellers

1
GWA
1
Guidant Wealth Advisors
Illinois
$0
2
Jane Street
2
Jane Street
New York
$4.37M
3
Betterment LLC
3
Betterment LLC
New York
$5.38M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$293K
5
NPC
5
National Planning Corporation
California
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
76
GW Henssler & Associates
Georgia
$1.23M +$107K +6,192 +10%
ACI
77
Alpha Cubed Investments
California
$1.23M +$174K +10,050 +16%
CHA
78
Cedar Hill Associates
Illinois
$1.19M – – –
PAG
79
Private Advisor Group
New Jersey
$1.18M +$219K +12,603 +23%
SIA
80
Starfire Investment Advisers
Michigan
$1.17M +$91.3K +5,289 +8%
MAM
81
Marquette Asset Management
Minnesota
$1.14M -$3.21K -186 -0.3%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$1.13M +$194K +11,223 +21%
SGAM
83
Steinberg Global Asset Management
Florida
$1.1M +$7.05K +408 +0.6%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$1.04M +$70.5K +4,089 +7%
AWMG
85
Alliance Wealth Management Group
New Jersey
$1.03M +$514K +29,922 +99%
CCM
86
Carlson Capital Management
Minnesota
$1.02M +$3.58K +207 +0.4%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$971K -$267K -15,459 -22%
TYCC
88
Texas Yale Capital Corp
Florida
$957K -$2.9K -168 -0.3%
JFGIW
89
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$912K +$69.3K +4,011 +8%
RFA
90
Reilly Financial Advisors
California
$905K +$48.2K +2,790 +6%
PFM
91
Phillips Financial Management
Indiana
$904K +$22.2K +1,284 +3%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$888K -$28.9K -1,671 -3%
WP
93
WealthSource Partners
California
$880K +$56.3K +3,258 +7%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$871K +$53.8K +3,114 +7%
PAG
95
Pinnacle Advisory Group
Maryland
$834K -$570K -33,024 -41%
PFA
96
Pure Financial Advisors
California
$806K +$84.8K +4,911 +12%
GC
97
Garde Capital
Washington
$804K +$3.16K +183 +0.4%
HighTower Advisors
98
HighTower Advisors
Illinois
$803K +$347K +20,106 +76%
KWM
99
Kingsview Wealth Management
Oregon
$774K +$307K +17,775 +66%
CCMW
100
Cypress Capital Management (Wyoming)
Wyoming
$770K +$218K +12,600 +39%
2 3
4
5 6